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Jonathan Dande Evans

KEY Investment Services LLC

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About Jonathan Dande Evans

Jonathan Dande Evans is a registered investment advisor representative with Key Investment Services LLC. Jonathan has been in the securities industry since 2004 and has been associated with Key Investment Services LLC since 2007. Jonathan holds Series 6, 7, 63 and 66 licenses and is registered to provide investment advice in several states. Jonathan's primary office location is in Tallmadge, Ohio, and he also has an office location in Brooklyn, Ohio. Jonathan's previous employer was NatCity Investments, Inc. Jonathan provides investment advice to individuals, high-net-worth individuals, charitable organizations, corporations and other businesses, pension and profit-sharing plans. Jonathan is also registered as an investment advisor representative in the state of Ohio.

Firm Information

Jonathan Evans is currently registered with KEY Investment Services LLC. KEY Investment Services LLC is an investment advisor registered with the SEC and in 51 states. Established in 2005, the firm provides portfolio management for individuals and other clients, including high-net-worth individuals, charitable organizations, pension plans, and corporations. KEY Investment Services LLC manages assets between $1 billion and $10 billion and offers wrap fee programs. The firm's primary office is located in Brooklyn, OH.
KEY Investment Services LLC

4900 TIEDEMAN ROAD

BROOKLYN, OH 44144

$4.19B

Assets Under Management

Not reported

Total Clients

1,040

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Evans’s Registration & Firm History

OH

11/15/2007 - Present

KEY Investment Services LLC (TALLMADGE OH)

OH

03/08/2004 - 08/14/2006

NATCITY INVESTMENTS, INC. (MASSILLON OH)

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Licenses & Designations

BOTH

Issued 11/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2007

Series 7 - General Securities Representative Examination

BC

Issued 03/05/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jonathan Dande Evans. Review regulatory record here.
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